Intuit Foundation

Donation Matching Program Guidelines Intuit encourages and supports employees’ community involvement efforts. Our We Care & Give Back Program offers the Donation Matching Program, which provides matching funds to charitable organizations that employees contribute to, and/or funds raised through an individual’s personal efforts for a charitable organization. We match donations made by eligible employees, dollar for dollar. The match may include a Donation Match, Fundraising Match, or any combination of the two, up to a maximum of $1,000 per employee per fiscal year. Fiscal year is from August 1 – July 31. An annual budget has been allocated to this fund. If this budget limit is reached, payments for the year will be suspended and any employees who apply will be notified. WHO CAN PARTICIPATE? HOW THE PROGRAM WORKS All active employees who work 20 or more hours per week Online requests can be made in lieu of paper at and Intuit seasonal employees who work 20 or more hours http://www.easymatch.com/intuit - or - per week with 6 months or more of consecutive service. Donations from Spouses/Partners are not eligible. Employee Donor: ‹ Complete Part 1 of the Application WHICH ORGANIZATIONS QUALIFY? ‹ Mail the original form, with the donation and any Intuit matches donations to tax-exempt nonprofit necessary documentation, to the organization of your organizations – that is, organizations with 501(c)(3) status in choice. The organization must meet the criteria listed in the United States. This includes organizations such as the guidelines. (Faxed copies will not be accepted.) colleges and universities, private and public elementary and ‹ The matching amount provided by Intuit will be for secondary schools, civic organizations, arts and cultural unrestricted support organizations, health and human service agencies and Organization: environmental organizations. (Schools are eligible if they do ‹ Complete Part 2 of the original Application not promote a specific religious viewpoint.) ‹ The authorized officer of the charity must verify the donation, sign the application and return the original form To qualify in Canada, an organization must be recognized by to: the Canada Customs and Revenue Agency [CCRA] as a Intuit Foundation Donation Matching Program charity, and meet the other guidelines below. P.O. Box 2160 Princeton, NJ 08543-2160 Before matching any donation or money raised, Intuit verifies ‹ Eligible donations are processed and matched to that the recipient organization qualifies for the program. organizations on the following quarterly schedule:

WHAT DONATIONS ARE ELIGIBLE FOR MATCHING? Donations Certified By: Grants Paid By: ‹ Donations must be personal contributions from the September 30 October 31 donor’s personal funds December 31 January 31 ‹ Minimum donation eligible for matching is $20 March 31 April 30 ‹ Maximum match is $1000 per employee June 30 July 31 ‹ The donor’s limit is calculated per fiscal year ‹ Donations must be paid, not simply pledged WHAT DONATIONS ARE NOT ELIGIBLE? ‹ Donations must be in the form of cash, check, credit ‹ Requests for individual needs including tuition, card, or marketable securities with a quoted market scholarships or other financial aid value. Donations of securities are valued based on the ‹ Matching funds cannot be used to meet individual average of the high and low on the date of the donation. pledges or to provide personal benefit. ‹ Matching funds cannot be used to meet individual ‹ Dues to alumni(ae) or similar groups pledges or to provide personal benefit. ‹ Religious organizations (Faith-based agencies are eligible if delivery of social services is non-discriminating

WHAT FUNDRAISING DONATIONS ARE ELIGIBLE? and doesn’t promote religious viewpoint.) Under the fundraising component of the Donation Matching Program, an ‹ Schools which promote a specific religious viewpoint eligible employee may request matching funds from donations received from non-Intuit employees. Intuit employees who donate to your cause need to ‹ Political, fraternal, or labor organizations request their own match. Employee may request a match and be eligible up to ‹ Subscription fees for publications the $1,000 maximum limit. ‹ Insurance premiums ‹ Event must benefit charity ‹ Bequests or life income trust arrangements ‹ Employee must participate in the event in the same fiscal ‹ With the exception of marketable securities, donations of year that the match is requested real or personal property ‹ Funds must be raised through the employee’s individual, personal effort WHO TO CONTACT FOR MORE INFORMATION ‹ Examples of qualifying fundraising activities include Phone: 1-866-837-1045 walks, marathons, bike rides, or a similar event Email: [email protected] Website: http://www.easymatch.com/intuit ‹ Matching funds cannot be used to meet individual

pledges or to provide personal benefit. Intuit and Intuit Foundation reserves the right to interpret and administer the program as we see appropriate. Intuit and Intuit Foundation reserves the right to decline matching funds to organizations which don’t meet the above guidelines, whose objectives are deemed TIME LIMIT FOR MATCHING DONATIONS inappropriate, or create a conflict of interest. Intuit and Intuit Foundation reserves the right to ‹ Employee must request the match within one year of cancel the program at any time without prior notice. making the donation.

Revised 8/1/2004 Intuit Foundation

Donation and Fundraising Match – Application INSTRUCTIONS: Online requests can be made in lieu of paper at http://www.easymatch.com/intuit Employee Donor: ‹ Complete Part 1 of the Application ‹ Mail the original form, with the donation and any necessary documentation, to the organization of your choice. The organization must meet the criteria listed in the guidelines. (Faxed copies will not be accepted.) ‹ The matching amount provided by Intuit Foundation will be for unrestricted support ‹ If requesting a Fundraising Match, include all checks that you received on behalf of the organization and a copy of your registration or participant ID#. Send checks to the organization for deposit with this application. Matching funds cannot be used to meet an employee’s legal obligation (minimum pledge) or to provide personal benefit, per IRS laws. Organization: ‹ Complete Part 2 of the original Application ‹ The authorized officer of the charity must verify the donation by signing the original form (stamps are not acceptable) ‹ If this is your first matching request , enclose a copy of your 501(c)(3) when you return this form to the program.

PART 1 – EMPLOYEE DONOR COMPLETES PART 2 - RECIPIENT ORGANIZATION COMPLETES ‰ Donation Match or ‰ Fundraising Match

EMPLOYEE ID NUMBER EMPLOYER IDENTIFICATION NUMBER (EIN)

EMPLOYEE NAME ORGANIZATION NAME

HOME ADDRESS ADDRESS

CITY/STATE/ZIP CITY/STATE/ZIP

BUSINESS TELEPHONE, INCLUDING AREA CODE TELEPHONE, INCLUDING AREA CODE

E-MAIL ADDRESS E-MAIL AND WEBSITE ADDRESSES (IF ANY)

EXACT DATE OF DONATION DATE RECEIVED $ $ $ $ AMOUNT OF DONATION (MIN $20) AMOUNT OF MATCH REQUESTED (MIN $20) TOTAL AMOUNT OF DONATION(S) TAX DEDUCTIBLE AMOUNT Please note: The amount is in U.S. Dollars only. Exchange rate from Please note: The amount is in U.S. Dollars only. Exchange rate from U.S. to CAN U.S. to CAN for FY06 is 1 to 1.2 or $100 U.S. = $120 CAD. for FY06 is 1 to 1.2 or $100 U.S. = $120 CAD

IF STOCK, NUMBER OF SHARES AND NAME OF STOCK Under penalty of perjury, I certify that this organization meets the eligibility requirements of the Intuit Foundation Donation Matching NAME OF INSTITUTION Program, and that neither the donor nor Intuit will derive any personal material benefit from this donation match.

CHAPTER NAME (IF ANY)

AUTHORIZED OFFICER’S NAME/TITLE (PLEASE PRINT) INSTITUTION CITY, STATE

SIGNATURE OF AUTHORIZED OFFICER DATE RESTRICTION OR PURPOSE (IF ANY) Under penalty of perjury, I certify that neither my family nor I will derive any direct or indirect financial or material MAIL COMPLETED FORM AND REQUIRED ENCLOSURES TO: benefit from this contribution. I certify that this contribution does not represent payment for tuition, Intuit Foundation Donation Matching Program services or other personal financial obligations. I have P.O. Box 2160 read and understood the guidelines of the Intuit Princeton, NJ 08543-2160 Foundation Donation Matching Program. Phone: 1-866-837-1045 E-mail: [email protected] or EMPLOYEE SIGNATURE DATE Web site: http://www.easymatch.com/intuit

Revised 8/1/2004